See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,935 | $183,963-38.1% | $162,163-29.7% | $152,861-25.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 25.59% | 150.76%-125.2pp | 115.59%-90.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,668 | $6,371-58.1% | $5,614-52.5% | $4,762-44.0% |
| Participant deferral / active EE | $5,213 | $8,034-35.1% | $7,298-28.6% | $5,850-10.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |